Sungarden Investment Publishing

Sungarden Investment Publishing

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Sungarden Investment Publishing
Sungarden Investment Publishing
TRADE ALERT: CORE
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Trade Alerts

TRADE ALERT: CORE

Reducing equity exposure, extending Treasury maturities further out

Sungarden Investment's avatar
Sungarden Investment
Aug 01, 2024
∙ Paid

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Sungarden Investment Publishing
Sungarden Investment Publishing
TRADE ALERT: CORE
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Photo by Firmbee.com on Unsplash

Cutting equities by 22% in total by exiting DIA and XT.

(Still have 23% left in SPHD+XLG)

Adding a new 15% GOVI position (1-30 year US Treasury ladder ETF)

(Lengthening m…

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